Filed October 28, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,599 | $74,552+44.3% | $62,995+70.8% | $69,631+54.5% |
| Participation rate | 94.4% | 78.3%+16.1pp | 74.8%+19.6pp | 70.7%+23.7pp |
| Annual return | 14.49% | 15.77%-1.3pp | 87.57%-73.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $2,711 | $2,929-7.5% | $2,759-1.7% | $2,032+33.4% |
| Participant deferral / active EE | $3,088 | $2,974+3.8% | $3,329-7.2% | $3,224-4.2% |
| Admin fee / account holder | $3 | $59-95.5% | $3,600-99.9% | $110-97.6% |